A complete list of active advisors currently associated with GLR Investment Advisory LLC
Warmer can help you find a great advisor at GLR Investment Advisory LLC or one who fits your needs even better.
GLR Investment Advisory LLC offers discretionary portfolio management to individual clients through a proprietary, web-based advisory platform that generates tailored recommendations. The firm implements model portfolios across a range of instruments — including equities, corporate debt, mutual funds, ETFs (including leveraged ETFs), options, and short-term cash management — and charges advisory fees based on a percentage of assets under management. Clients engage with the platform by entering financial circumstances and objectives online; the software analyzes those inputs, proposes shorter-term targets and portfolio allocations, and the firm implements trades after the client electronically signs the management agreement. The firm describes its investment methods as a mix of fundamental analysis, modern portfolio theory, long-term purchases, option strategies and occasional frequent trading, and it reviews and adjusts its algorithms at least quarterly. The firm’s operating model is primarily internet-based, requiring electronic authorization through its client portal and supporting custodial relationships with Alpaca Securities LLC and Interactive Brokers LLC, which distinguishes it from most supported firms that rely more on traditional advisor-client interactions. Its brochure reports regulatory assets under management of about $637,333 as of December 31, 2025, and the combination of a small asset base with algorithm-driven model management and active use of leveraged ETFs and option writing is noteworthy for a firm of this scale.
To learn more about the advisors currently working at GLR Investment Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 1
|
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